Kerrisdale Advisers, LLC: 13F holdings
CIK 15696882026Q2
| Positions | 114 |
|---|
| Reported value | $399.2m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 114 (+2 vs prior quarter) |
|---|
| Reported value | $399.2m (+52.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RRX REGAL REXNORD CORPORATION | 463,295 | $110.4m | 27.6% |
| V VISA INC | 50,031 | $17.2m | 4.3% |
| BDC BELDEN INC | 143,000 | $17.1m | 4.3% |
| MELI MERCADOLIBRE INC | 8,724 | $14.8m | 3.7% |
| AMZN AMAZON COM INC | 55,891 | $13.3m | 3.3% |
| SHC SOTERA HEALTH CO | 599,249 | $10.6m | 2.7% |
| GOOGL ALPHABET INC | 25,412 | $9.1m | 2.3% |
| SWKS SKYWORKS SOLUTIONS INC | 123,340 | $8.4m | 2.1% |
| ACMR ACM RESH INC | 62,570 | $7.9m | 2.0% |
| AZTA AZENTA INC | 290,682 | $7.4m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569688")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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